About us

At Succession Financial Management, we focus on what’s important to you: diligent risk management, an evidence-based investment philosophy, the expertise to build a portfolio tailored to your individual needs, financial circumstances and risk profile. Plus, of course, a welcoming and dedicated service.

We deliver outstanding financial advice

We strive to create relationships built on trust so our clients feel that they’re in safe hands.

When we founded Succession Financial Management, our principal aim was to build a financial planning firm unrivalled in expertise and unmatched in the level of personalised service on offer. We are delighted to say our clients tell us we have done just that.

Today, Succession Financial Management have offices across the UK, with highly experienced and dedicated Wealth Planners delivering high-quality and personalised advice, committed to helping people achieve more with their money.

We deliver exceptional service

We place our clients at the heart of everything we do, because we believe that looking after other people’s wealth is a privilege. We treat your finances as you would yourself - with great care.

How do we know we’re doing a good job? The lasting relationships we build, often spanning multiple generations of the same family, and the feedback we receive tell us our clients are happy.

We’re just around the corner, nationwide

With local teams across the UK, our wealth planning offices are just around the corner or down the road.

This is because we understand what our clients want from us: personalised planning, and easily accessible support from a trusted adviser whenever they need it.

We deliver financial confidence

Alongside physical and mental health, financial wellbeing is a vital element in achieving a good state of mind and a meaningful quality of life. But financial wellbeing can only come about when you have financial confidence.

Our Wealth Planners are here to help you take control of your finances and provide you with the confidence you need to go after the things that matter to you.

Our Purpose

To make a meaningful and lasting impact on the lives of our clients and their families.

Our Vision

To be the go-to partner that individuals, families and institutions trust to help achieve their financial goals,...

...the employer of choice in the Wealth Management sector,...

...driving stable, profitable growth for our business and the Aviva Group.

Our Values

• Client-first - The Foundation.

• Do the right thing - Deliver on promises and exceed client expectations.

• Work as one team - Win together with respect and decency - no egos.

• Consider long-term legacy - Decisions aligned to our ambition and vision.

• Listen and act - Our colleagues and partners actively engaged in the pursuit of our vision.